As Featured In

You’ve endured years of medical school, grueling schedules and lower pay. Once you’re finally earning money as a full-time physician, it can be tempting to upgrade your lifestyle accordingly.
This is called “lifestyle inflation,” and it’s a money downfall that many doctors are all too familiar with.
It doesn’t matter how much money you make if your expenses keep you broke. Here are some tips to Continue Reading

With New Years only days away, there is still time to make some smart end of the year money moves to set you up well in the new year.
Here are some steps you can take to get your finances on track before 2019:
1. End of the Year Money Moves - Prepare for Tax Season
Tax season probably isn’t on your mind much yet, but now is the perfect time to save yourself some money come April. Here’s a Continue Reading

Holiday shopping season is here again! Last year I covered some of my favorite money board games for kids, and I've written about my ideas for giving money as a gift.
This money gift guide is for fun extras that you can gift to anyone on your list. Here are some of my favorites:
Planners
Monthly Budget Planner: $6.99
This affordable planner is a great gift for the woman who likes to plan in Continue Reading

As our lives have become overrun by stuff, there is a big push to simplify and save money. These two ideas come down to two big buzz words in the personal finance world: minimalism vs. frugality. There are big benefits to having less - like lower stress levels, better mental health and more time. There are obvious benefits to spending less too, like saving money, paying down debt and freeing up Continue Reading

It doesn’t matter how much of a whiz you are with your finances - you’re bound to slip up somewhere along the way. If financial mistakes can happen to Ray Dalio and Warren Buffet, they can happen to you, too.
The good news is that some of the most common missteps have pretty straightforward solutions. Here are common financial mistakes you might run into, and how to bounce back from Continue Reading

It’s a few weeks into 2018; have you let your resolutions slide?
If you did, you’re not alone. Most people’s resolutions don’t make it to February. It’s not that your money goals are unattainable, though there are ways to set better resolutions right from the beginning.
The overall goal should not be your focus. The habits you put in place every day will make or break your success.
So if Continue Reading

2018 is only a couple weeks away! It's always good to close out the current year in the best way possible before you dive into a new one. Here are some year end financial tips to help you wrap up 2017 and launch your new year feeling organized and prepared:
1. Take a Minute to Reflect
One of the biggest mistakes you can make is to forget to reflect on the ones you made already. You don’t need Continue Reading

Money Board Games for the Whole Family
Holiday shopping season is here again! If you'll be buying gifts for the kids in your life, there's nothing wrong with sneaking in a little financial education with the fun. Here are 7 of the best money board games to teach a bit about finances, spending, investing and negotiating.
Some have been family favorites for decades, others are Continue Reading

The financial planning moves that helped you build a foundation or support your family awhile ago may not be enough now that you’re in your forties. This decade might be the first time you really feel the pressure of a looming retirement, send your kids off to college, or debate downsizing your family home.
Wherever you are in your forties, there are some universal money moves Continue Reading

When clients ask for book recommendations, I like to give them titles that are as helpful to their lifestyles and careers as possible. This list isn’t necessarily physician-specific, but they do address some of the common themes and questions that come up for doctors planning out their finances. Here are some of my picks for physician money books for doctors:
Investing Books for Doctors
The Continue Reading

About Katie

Get Started

Katie is a Proud Member of …

Explore the Blog

My Tweets

Connect with Your Richest Life

Katie Brewer, CFP® is a Dallas, Fort Worth, and online fee-only financial planner with over 10 years of experience. Her passion is helping clients get their financial lives in order to start living their richest lives.

Disclosures and Forms

This site is published for residents of the United States only. Your Richest Life may only conduct business with residents of the states and jurisdictions in which Your Richest Life is properly registered. Therefore, a response to a request for information may be delayed until appropriate registration is obtained or exemption from registration is determined. Not all of the services referenced on this site are available in every state and through every advisor listed.

This webpage offers direct access or ‘links’ to other Internet websites. These sites contain information that has been created, published, maintained or otherwise posted by institutions or organizations independent of Your Richest Life, LLC. Your Richest Life, LLC does not endorse, approve, certify or control these websites and does not assume responsibility for the accuracy, completeness or timeliness of the information located there. Visitors to these websites should not use or rely on the information contained therein until consulting with an independent finance professional.